Client Reporting PortalLive

Reports that prove your value.

Professional client reports with AI executive summaries, branded PDFs, and automated delivery. Show every client exactly what you've done for them — without spending hours in spreadsheets.

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report modules

Mix and match data sections to build the perfect report for every client

pre-built templates

From weekly digests to full business reviews — start reporting in minutes, not hours

per report

Unlimited reports included in your plan. No per-report fees, no PDF surcharges

Client reporting, completely done for you

From data collection to PDF delivery — your AI builds, brands, and sends reports while you focus on client work.

15 Modular Report Sections

Mix and match from 15 data modules — SEO rankings, traffic analytics, review monitoring, content performance, competitor analysis, local SEO, and more. Every report shows exactly what your client needs to see.

8 Pre-Built Templates

Weekly digest, monthly deep-dive, SEO performance, local SEO, content, reputation, full business review, and executive summary. Start with a template, customize sections, or build from scratch.

AI Executive Summaries

Claude reads every data point in the report and writes a plain-English executive summary. Your clients understand the results without needing a marketing degree.

Branded PDF Generation

One-click PDF export with your logo, brand colors, and professional layout. Stored on Cloudflare R2 for instant access — no waiting for slow renders.

Shareable Report Links

Generate a public URL with a secure token for any report. Clients view it in their browser — no login required, no app to install. Revoke access anytime.

Scheduled Automated Delivery

Set it and forget it. Reports generate and email automatically on your schedule — weekly, monthly, or both. PDF attached, share link included. Never miss a deadline.

White-Label Branding

Upload your agency logo and your client's logo. Reports carry your brand, not ours. Perfect for agencies and consultants who resell marketing services.

Immutable Report Snapshots

Every generated report is a frozen snapshot of that moment in time. Data never changes retroactively. Your clients see consistent, trustworthy numbers every time.

How your reports get built

No copying data between tools. No formatting in Google Docs. Your AI does the entire workflow end to end.

1.Pick a template

Choose from 8 templates or build custom

2.AI generates report

Data pulled, summaries written, insights added

3.Branded & formatted

Your logo, your colors, professional layout

4.Delivered to client

PDF attached, share link included, on schedule

15 data modules, infinite combinations

Every client is different. Pick the modules that matter for each account — from SEO rankings to lead tracking to review monitoring.

SEO keyword rankings & position changes

Organic traffic trends & top pages

Google Business Profile performance

Review monitoring & sentiment analysis

Competitor ranking comparison

Content publishing & blog performance

Local SEO geo-grid visibility

Citation & NAP consistency audit

Website health & Core Web Vitals

Backlink profile summary

Google Ads performance overview

Social media engagement metrics

Lead pipeline & conversion tracking

Email campaign open & click rates

AI recommendations & action items

Start with a template, customize everything

Eight pre-built report templates cover the most common use cases. Add or remove sections, change the schedule, and brand each one differently.

Weekly Digest

Quick 1-page overview of key metrics and changes

Monthly Deep-Dive

Comprehensive analysis with trends and recommendations

SEO Performance

Rankings, traffic, backlinks, and keyword progress

Local SEO

Geo-grid visibility, reviews, citations, and GBP stats

Content Report

Blog performance, top pages, and content pipeline

Reputation

Review trends, sentiment analysis, and response rates

Full Business Review

Every module combined — the complete picture

Executive Summary

AI-written overview for busy decision makers

Stop wasting hours on client reports

Manual reporting, white-label tools, or one AI that does it all.

Manual Reporting

8-12 hrs per month per client

Export data from 5+ tools
Copy into Google Slides or Docs
Write summaries by hand
Format and brand manually
Email as PDF attachment

White-Label Report Tool

$100-300 per month

Limited data integrations
Template customization
Scheduled delivery
Per-client pricing adds up
No AI-written summaries

Best Value

DFY Hub Client Reporting

$199 per month

15 data modules, all included
AI executive summaries (Claude)
Branded PDF generation
Shareable links, no login needed
Automated weekly + monthly delivery
White-label for agencies
Unlimited reports, no per-client fees

Works Together

Content Engine

Your reports show content performance. Your Content Engine creates the content. Together, they prove the ROI of every blog post, social update, and ad campaign.

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Works Together

Local SEO & Reputation

Local SEO tracking feeds directly into your reports. Show clients their geo-grid rankings, review growth, and citation health — all in one branded document.

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Clients who see results stay longer

The number one reason clients churn is they don't understand what you're doing for them. Automated reports fix that. Client Reporting is included in Growth Engine ($199/mo) and Full Stack ($399/mo) plans.

View Pricing Start Free

Your clients deserve to see what you're doing for them.

Stop spending hours on manual reports. Your AI builds, brands, and delivers professional client reports automatically. You focus on the work that grows their business.

Get Started Free

Free Starter plan. No credit card required.